Avantax Advisory Services’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
3,367
+45
| +1% | +$3.16K | ﹤0.01% | 2091 |
|
|
2025
Q1 | $227K | Sell |
3,322
-15,775
| -83% | -$1.08M | ﹤0.01% | 2024 |
|
|
2024
Q4 | $1.43M | Buy |
19,097
+869
| +5% | +$64.9K | 0.01% | 882 |
|
|
2024
Q3 | $1.7M | Buy |
18,228
+1,229
| +7% | +$114K | 0.01% | 778 |
|
|
2024
Q2 | $1.46M | Buy |
16,999
+1,061
| +7% | +$90.9K | 0.01% | 791 |
|
|
2024
Q1 | $1.34M | Sell |
15,938
-418
| -3% | -$35.1K | 0.01% | 656 |
|
|
2023
Q4 | $1.37M | Buy |
16,356
+1,011
| +7% | +$84.8K | 0.01% | 617 |
|
|
2023
Q3 | $1.15M | Buy |
15,345
+103
| +0.7% | +$7.69K | 0.01% | 631 |
|
|
2023
Q2 | $1.29M | Buy |
15,242
+1,082
| +8% | +$91.4K | 0.01% | 596 |
|
|
2023
Q1 | $1.11M | Buy |
14,160
+2,065
| +17% | +$163K | 0.01% | 634 |
|
|
2022
Q4 | $887K | Buy |
12,095
+96
| +0.8% | +$7.04K | 0.01% | 671 |
|
|
2022
Q3 | $694K | Buy |
11,999
+3,581
| +43% | +$207K | 0.01% | 658 |
|
|
2022
Q2 | $526K | Buy |
8,418
+414
| +5% | +$25.9K | 0.01% | 766 |
|
|
2022
Q1 | $599K | Buy |
8,004
+1,058
| +15% | +$79.2K | 0.01% | 722 |
|
|
2021
Q4 | $553K | Buy |
6,946
+689
| +11% | +$54.9K | 0.01% | 726 |
|
|
2021
Q3 | $520K | Buy |
6,257
+1,204
| +24% | +$100K | 0.01% | 711 |
|
|
2021
Q2 | $444K | Buy |
5,053
+1,146
| +29% | +$101K | 0.01% | 748 |
|
|
2021
Q1 | $348K | Buy |
3,907
+1,093
| +39% | +$97.4K | 0.01% | 748 |
|
|
2020
Q4 | $206K | Buy |
+2,814
| New | +$206K | ﹤0.01% | 870 |
|